JulieAnn Calareso

JulieAnn Calareso

also known as Julie

5.0
Rating: 10.0

Licensed for 22 years

Elder law Lawyer at Albany, NY
Practice Areas: Elder Law, Trusts, Estate Planning ... +2 more

300 Great Oaks Blvd. Suite 321, Albany, NY

About JulieAnn

Biography

Practice Areas

5

Practice Areas

Elder Law 30%

Medicaid and Medicare; Nursing Home Admission; asset protection; long term care planning; estate planning in elder law context

21 years

30%
Estate Planning 20%

Advance directives, Last Wills and Testaments, Trusts, as appropriate; estate tax planning; estate administration

21 years

20%
Trusts 20%

Creation of all types of trusts (revocable, irrevocable, special needs, and all types of tax planning trusts); Trust administration

21 years

20%
Probate 15%

Estate and Trust administration, including probate, ancillary proceedings, and other issues relating to concluding the affairs of a deceased

15%

Fees and Rates

Cost

Hourly Rates

$ 325-325 per hour


Payment Methods

  • Cash
  • Check
  • Credit Card

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Licenses

Licensed in New York for 22 years

State: New York

Acquired: 2004

Currently Registered

No misconduct found

Location

Gleason, Dunn, Walsh & O'Shea

300 Great Oaks Blvd. Suite 321, Albany, NY, 12203

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JulieAnn Calareso's Reviews

Avvo Review Score

5.0 /5.0

45 Client Reviews

Filter Avvo Reviews (45) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

Showing 41 - 45 of 45 reviews

Posted by Ronnie | November 18, 2015 | Hired Attorney

Expertise, Compassion, Attention

I hired JulieAnn after my partner was diagnosed with Alzheimers. She quickly updated and filled in the gaps in our end-of-life documents. Her experience with the difficult issues we were facing made it possible to include my partner in a meeting where his comfort level with her far exceeded his under...standing of the details being discussed. She has continued to counsel us through numerous situations since then — an extended hospitalization, applying for medicaid, navigating community trusts and community medicaid programs that would enable him to live at home with necessary care. Her expertise is accompanied by a depth of caring and compassion that far exceeded anything I could have hoped for in a lawyer. She has been available — by phone and email — on weekends and holidays, when decisions had to be made at inconvenient times. I recommend her highly and without reservation.

Posted by Judy | November 15, 2015 | Hired Attorney

True professional

JulieAnn is a true professional. She set up two estates for my single uncles. She was compassionate and very understanding with them. She has assisted me in every way when I have had questions. Believe me I have had many. I have complete trust in JulieAnn and her staff to handle the in and outs of th...e estates we had to set up. She is highly recommended.

Posted by Laurie | October 14, 2015 | Hired Attorney

Professional and compassionate...

JulieAnn Calareso and her staff handled all of my dads legal affairs after being diagnosed with Alzheimers and coming to live with me in 2009. There were emotional times for me trying to get through what needed to be done but she handled it compassionatly, professionally and definatly in the best int...erest of my dad.

Posted by Eileen | October 14, 2015 | Hired Attorney

Client

JulieAnn was recommended to me with high praise and now first hand I know why. At one of the most stressful times of my life her knowledge, expertise and caring did what was best for my Mom and our family. She made feel like we were important and took the weight of the world off us. She did it al...l from Power of Attorney, Nursing home, Medicaid Applications and Financial planning. She gets right on it and no waiting. She answers emails, phone calls right away. You don't get that in the Dr or Lawyer world. I am truly impressed with her and all the staff at Burke & Casserly. I would highly recommend her and I already have. I appreciate all that she has done for our family..

Posted by Sarah | October 09, 2015 | Hired Attorney

Great attorney!

JulieAnn and her team were amazing to work with. They were always well prepared and presented us with different strategies to meet our goals. JulieAnn was proactive and always accessible when we needed her. Knowledgeable, professional and easy to work with - I would recommend her legal services to ...anyone!

See All Client Reviews

JulieAnn Calareso's Lawyer Endorsements

Endorse JulieAnn
Laura M. Hoffman headshot
Laura Hoffman

Elder law lawyer | Apr 29

Relationship: Fellow lawyer in community

"I endorse this lawyer."

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Experience

Rating:  10.0 (Superb)

Honors

2025

Super Lawyer, Super Lawyers

2024

Super Lawyer, Super Lawyers

2023

Super Lawyer, Super Lawyers

2022

Super Lawyer, Super Lawyers

2021

Super Lawyer, Super Lawyers

2020

Super Lawyer, Super Lawyers

2019

Super Lawyer, Super Lawyers

2018

Super Lawyer, Super Lawyers

2016

AV Preeminent Rated, Martindale-Hubbell

2014

Rising Star, Super Lawyers

2014

Super Lawyer, Super Lawyers

2013

Rising Star, Super Lawyers

2013

Super Lawyer, Super Lawyers

2009

Lisa Goldberg Memorial Award, Alzheimer's Association of NENY

2009

Woman of Excellence - Emerging Professional, Albany Colonie Regional Chamber of Commerce

2004

Justinian Society, Albany Law School

Work Experience

2022 - Present

Of Counsel, Gleason, Dunn, Walsh & O'Shea

2017 - 2022

Partner, The Shevy Law Firm, LLC

2004 - 2017

Partner, Burke & Casserly, P.C.

2003 - 2004

Court Attorney, New York State Supreme Court, Appellate Division

Associations

2016 - Present

National Academy of Elder Law Attorneys

Member

2005 - Present

New York State Bar Association

Member

2005 - Present

Schenectady County Bar Association

Member

2005 - Present

Capital Region Caregiver Coalition

Member/Chair "Tools for Caregivers Day" educational event

2015 - 2016

New York State Bar Association, Elder Law Section

Chair

2014 - 2022

Alzheimer's Association of Northeastern New York

Member, Board of Directors

2014 - 2023

Catholic Charities Senior and Caregiver Support Services

Member, Board of Directors

Sample of Legal Cases

Long Term Care Planning

Parent successfully placed in nursing home of adult child's choice; adult child confident in payment sources for future care

See More Legal Cases

Education

2004

Albany Law School of Union University

JD - Juris Doctor

1994

Fordham University

BA - Bachelor of Arts

Speaking Engagements

2016

The Kingsway Community

How to Prepare and Pay for Senior Care

2016

SUNY Social Work Class

Elder Law 101

2016

Senior Services of Albany

Ask the Elder Law Attorney 2 Part Tele-Series

2016

Rensselaer County Dept of Aging

Supplemental Needs Trusts

2016

NYSBA GAL Training

The Ethics of Being Guardian Ad Litem

2016

NYS Department of Transportation

Esate Planning: Preparing for Your Future

2016

NYS Department of Transportation

Medicare vs. Medicaid: The Basics

2016

New York State Bar Association, Elder Law Section

Intermediate Elder Law

2016

Guilderland YMCA

Protecting Your Loved Ones: Estate Planning

2016

Alzheimer's Caregiver Conference 2016

Legal and Financial Issues Facing Caregivers

2015

NYS Bar Association, Elder Law Section Fall CLE

Crisis Planning for Institutional Medicaid

2015

Educational Workshops The Need for Advance Directives

2015

Educational Workshop Medicaid Myths & Realities

2015

Alz Assn Early Stage Support Group

Care & Financial Planning

2015

Albany Med Tramatic Brain Injury Support Group

Advance Planning: Understanding Advanced Directives, Last Wills and Testaments, and More

2012

2012 Caregivers Conference

Alzheimer's Disease: Your Questions, Their Answers

Publications

2016

New York State Bar Association Elder and Special Needs Law Journal Message From the Chair

Languages

English

Activity

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